WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 64 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,110,721 | +1.9% | 430,424 | +4.6% | 1.96% | -0.7% |
| Q2 2023 | $12,861,580 | +6.0% | 411,570 | +4.8% | 1.97% | -3.3% |
| Q1 2023 | $12,135,420 | +10.1% | 392,618 | +4.2% | 2.04% | +3.7% |
| Q4 2022 | $11,019,379 | +11.5% | 376,730 | -0.8% | 1.97% | -1.5% |
| Q3 2022 | $9,883,000 | -6.8% | 379,679 | +0.0% | 2.00% | -0.5% |
| Q2 2022 | $10,609,000 | +1.0% | 379,568 | +10.9% | 2.01% | +15.1% |
| Q1 2022 | $10,506,000 | +15.3% | 342,340 | +15.8% | 1.74% | +21.6% |
| Q4 2021 | $9,108,000 | +43.7% | 295,624 | +39.2% | 1.44% | +30.2% |
| Q3 2021 | $6,339,000 | +50.4% | 212,346 | +54.7% | 1.10% | -5.1% |
| Q2 2021 | $4,215,000 | +28.8% | 137,301 | +24.9% | 1.16% | +12.2% |
| Q1 2021 | $3,273,000 | +14.6% | 109,966 | +7.2% | 1.04% | +15.3% |
| Q4 2020 | $2,856,000 | +6.8% | 102,546 | -2.4% | 0.90% | -7.5% |
| Q3 2020 | $2,673,000 | +8.1% | 105,118 | +7.8% | 0.97% | -7.1% |
| Q2 2020 | $2,472,000 | +12.4% | 97,500 | +1.3% | 1.04% | -10.8% |
| Q1 2020 | $2,200,000 | +4.0% | 96,216 | +37.8% | 1.17% | +19.4% |
| Q4 2019 | $2,115,000 | +2.1% | 69,814 | -2.9% | 0.98% | -16.4% |
| Q3 2019 | $2,072,000 | +7.0% | 71,880 | +7.7% | 1.17% | -3.9% |
| Q2 2019 | $1,936,000 | – | 66,738 | – | 1.22% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FFG RETIREMENT ADVISORS LLC | 116,182 | $3,538,904 | 2.94% |
| Exchange Capital Management, Inc. | 479,374 | $14,601,723 | 2.76% |
| Stratos Investment Management, LLC | 430,424 | $13,110,721 | 1.96% |
| Kure Advisory, LLC | 90,519 | $2,757,220 | 1.56% |
| Rooted Wealth Advisors, Inc. | 73,810 | $2,295 | 1.41% |
| Harvest Investment Services, LLC | 54,401 | $1,657,054 | 1.07% |
| Atomi Financial Group, Inc. | 56,505 | $1,721,142 | 0.58% |
| Occidental Asset Management, LLC | 68,868 | $2,097,729 | 0.49% |
| MARIPAU WEALTH MANAGEMENT LLC | 16,731 | $509,626 | 0.47% |
| MOODY NATIONAL BANK TRUST DIVISION | 223,038 | $6,793,737 | 0.44% |